Browsing Tag
Retirement Planning
353 posts
Retirement planning is the process of strategically managing your finances to ensure you have enough money to support your desired lifestyle after you stop working full-time. It involves setting financial goals, estimating expenses, and creating a plan to accumulate enough savings through various investment and savings strategies. Essentially, it’s about preparing for a financially secure and comfortable retirement.
The Key to Better 401k Participant Outcomes: Olivia Mitchell
What if there was a way to “put the pension back” into 401(k) plans? Intriguing question, one in…
New York Times Nonsense: Donald Trump and Defined Contribution Plans
Sage speaker of truth to power, or Looney Toons billionaire with bad hair. However you feel about Donald…
Boomers Have ‘Awkward’ 401(k) Talk With Kids: Study
While not as awkward the “birds and the bees,” baby boomers nonetheless want to be more open about…
What is Reasonable 401(k) Compensation (Really)?
401(k) advisors can identify and capitalize on an ‘unfair advantage’ to deliver more—and charge more—than their competition.…
How a Hillary Win Means Government-Run 401(k)s
It appears the high-dollar speeches to Wall Street firms paid off after all. Hillary Clinton is reportedly considering…
401(k) Financial Stress Test Fail
Employee financial stress impact reduces performance, increases costs, and calls for urgent employer-led financial education solutions.
How Far Behind Are 401(k) Advisors with Social Media Marketing?
Sheri Fitts of ShoeFitts Marketing is having none of it when it comes to 401(k) advisors and their…
fi360’s Aikin: The ‘Opportunity’ in the 401(k) Fiduciary Rule
The fi360 chief and all-around 401(k) fiduciary expert clues us in on DOL’s next steps – and…
Dave Ramsey: 401(k) Savers ‘Scared, Confused’ and in Need of What?
We’d be very surprised if he found them calm, cool and completely collected, especially in light of upcoming All…
Troubling Trends for Hispanic 401(k) Savers
A closer analysis of 401(k) participants by race and/or ethnicity finds troubling low rates of coverage among the…